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Thursday 9 January 2025
Biden to further limit Nvidia AI chip exports in final push
President Joe Biden's administration plans one additional round of restrictions on the export of artificial intelligence chips from the likes of Nvidia Corp. just days before leaving...
Tuesday 7 January 2025
South Korea shifts chip exports away from China as Taiwan, US market surge
South Korea's semiconductor industry is rapidly diversifying its export destinations away from China, with Taiwan and the US emerging as increasingly important markets amid ongoing...
Monday 6 January 2025
China flexes lithium dominance with plans for tech-export curbs
China is planning tougher scrutiny on exports of technology to make battery materials, as Beijing looks to protect its grip on a crucial supply chain amid rising global trade tensi...
Friday 3 January 2025
China to tighten the screw over battery and mineral tech exports
According to Bloomberg, Beijing is set to impose new restrictions on exports of technologies related to battery component production and the processing of key metals, as...
Friday 3 January 2025
China adds 28 US firms to entity list
China has added 28 US entities, including Lockheed Martin and General Dynamics, to its export control list, banning dual-use item exports amid the upcoming Trump 2.0 administration...
Tuesday 31 December 2024
China's calculated retaliation intensifies tensions as Trump hints at renewed tariffs
Following Donald Trump's election, the US-China trade war appeared to be entering a new phase with Trump's announcement in late November of additional tariffs on China, Mexico, and...
Thursday 26 December 2024
Ripples of the 301 probe: China's mature chip makers face expanded restriction abroad, saturation at home
The US government's new Section 301 investigation into China's mature semiconductor manufacturing processes signals potential expansion of trade restrictions, according to industry...
Tuesday 24 December 2024
Amid threat of Trump tariffs, Taiwan likely to remain safe
The US trade deficit with Taiwan is projected to grow to US$59 billion in 2024, an increase only ranking behind Mexico and Vietnam. However, although US President-elect Donald Trump...
Wednesday 18 December 2024
Chinese manufacturers stockpile South Korean components ahead of Trump 2.0
Despite continued weak demand for South Korean displays and components in 2024, an unexpected recovery has emerged near year-end. Analysts interpret this trend as a response to the...
Monday 16 December 2024
Trump 2.0 policy shift sparks Taiwan machinery sector pivot
The upcoming US policy focus on "high tariffs" and "Made in America" initiatives could significantly impact Taiwan's machinery exports while potentially creating new opportunities...
Friday 13 December 2024
China's EV exports plummet despite its market penetration rate exceeding 50% for four months
China's domestic electric vehicle (EV) sales have maintained a penetration rate of over 50% for four consecutive months, reflecting strong growth in the domestic market, according...
Wednesday 11 December 2024
China may target more US firms for antitrust probes
China's antitrust probe into Nvidia may be followed by similar actions against other firms, as Beijing ups the ante in retaliation for the latest US trade restrictions.
Tuesday 10 December 2024
Taiwan's US exports surge past US$100 billion ahead of Trump's return
Donald Trump is expected to take office on January 20, 2025, likely being cautious with exporters running significant trade surpluses with the US. Meanwhile, US demand for electronic...
Tuesday 10 December 2024
Japanese intervention reportedly keeps China's CXMT off US entity list
Japan reportedly played a crucial role in keeping Chinese memory maker ChangXin Memory Technologies (CXMT) off the recently updated US Entity List, according to sources from China's...
Monday 9 December 2024
AI servers and satellite demand drive Taiwan's PCB industry back to growth
Taiwan's PCB industry is experiencing a resurgence due to the rising demand for AI servers and low-Earth orbit satellites. This growth is primarily centered around rigid and flexible...